It is essential for businesses to link marketing, sales and content development. According to HubSpot, companies with sales and marketing teams working in alignment have 36% greater customer retention. In addition, marketing automation software can increase sales productivity by 14.5%.

At Carter Consulting, we work closely with our clients to fully understand where they are, where they want to be, and how to get there.

We understand how beneficial marketing automation can be for your business, but we also understand how complicated setting up a marketing automation process can be.

We aim to help businesses find their most successful CRM and marketing automation solutions by optimising existing systems or integrating new systems, such as Salesforce and Pardot.

We provide you with marketing automation tools that automatically connect with prospects, nurture your leads, and integrate seamlessly with your existing sales and marketing practices.

We can help you set up, get your data into shape, and create custom dashboards to allow you to manage your data seamlessly from one location.

We will work with your team to successfully select, implement, and develop your CRM and marketing automation systems.

CRM and Marketing Automation

What to expect

  • Discovery call

  • Audit 

  • Proposal and recommendations 

  • Measurement of KPIs and appropriate metrics